Carson Wealth (CWM LLC)
VGUS

Carson Wealth (CWM LLC)’s Vanguard Ultra-Short Treasury ETF VGUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VGUS Stock Details VGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-149
Closed -$11K – 5835
2025
Q4 		$11K Hold
149
– – ﹤0.01% 4520
2025
Q3 		$11K Buy
+149
New +$11.2K ﹤0.01% 4453

Other funds holding VGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CMP
Coston McIsaac & Partners Bar Harbor, Maine $497M AUM 11% 1-Year Est. Return
PWM
Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HP
Hikari Power Tokyo, Japan $855M AUM 14.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VGUS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Vanguard Ultra-Short Treasury ETF (VGUS) in Q1 2026, closing a stake of 149 shares — an estimated $11K sold.

Carson Wealth (CWM LLC) first reported a position in VGUS in Q3 2025 and held it in 2 quarters. The position peaked at $11K in Q4 2025. 85 funds tracked by Wall St. Rank hold VGUS as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Vanguard Ultra-Short Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 149 Vanguard Ultra-Short Treasury ETF shares in Q1 2026, an estimated $11K.
  • Carson Wealth (CWM LLC) first reported a position in Vanguard Ultra-Short Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Vanguard Ultra-Short Treasury ETF position peaked at $11K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Vanguard Ultra-Short Treasury ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.